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10 Reasons You Should Avoid Indexed Universal Life Insurance (IUL)
Stay Wealthy Retirement Podcast
English - June 28, 2022 09:00 - 36 minutes - 50.2 MB - ★★★★★ - 152 ratingsInvesting Business Education Self-Improvement investing retirement retirementplanning financialplanning money stocks taxplanning wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Indexed Universal Life Insurance (IUL) is all the rage right now.
"10%+ growth potential. Guaranteed security against market risk. Tax-free retirement income."
These policies are confusing. And they sound WAY too good to be true.
So to get to the bottom of it ... I bought one!
I read the fine print. Did the math. And uncovered the ugly truth.
In this episode, I'm sharing the 10 lies told during the IUL sales pitch + the actual financial outcome of buying one.
I'm also answering two questions from listeners, including one about using a 3-fund portfolio for retirement investing.
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To grab the links mentioned in today's episode, visit the show notes page.